Investors
Why Investors Choose Lukrom
Monthly Distributions
Short-term real estate loans that aim to generate monthly distributions—without being tied to public market performance.
Tax-Efficient Structure
Structured to provide tax-efficient income potential, helping investors keep more of what they earn.
No Property Management
Gain exposure to real estate without dealing with tenants, maintenance, or operational complexity. Avoid the 3 T’s: toilets, tenants, and termites!
Real Asset Backing
Investments are backed by residential real estate projects across Arizona, providing tangible asset exposure.
Is This A Fit For Your Portfolio?
This may be a fit if you are:
- An accredited investor seeking income potential
- Looking to diversify beyond stocks and bonds
- Interested in real estate without directly owning or managing property
- Focused on long-term capital preservation
What Investors Are Saying
Ron Bodine
Commercial Airline Pilot
“After 40 years of investing, I was looking for something that had less volatility.”
Values income opportunities, trust, and long-term relationships as he approaches retirement.
Jeff Seaman
Investor
“I like the conservative model and the compounding over time.”
Prioritizes long-term performance over short-term speculation.
Jeff
Local Investor
“I wanted to spread my risk and invest in something locally that I could understand.”
Values geographic focus and transparency in where capital is deployed.
These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.
Understanding Your Investment
Structured With Investor Alignment In Mind
Lukrom is designed to align the interests of the team with those of its investors.
- Lukrom leadership invests their own capital into the fund
- This capital is positioned in a first-loss position
- Meaning it absorbs potential losses before investor capital
This structure is intended to create alignment and help reinforce a disciplined approach to underwriting and risk management.
Focused On A Market We Already Know
Lukrom concentrates on residential real estate projects across Arizona.
- Strong population growth and migration trends
- Continued demand for housing
- Local expertise and on-the-ground experience
This focused approach helps support deal evaluation and execution.
Common Investor Questions
Start the Conversation
Start a conversation with our team to learn more about the investment and determine if
it aligns with your goals.
What kind of returns can I expect?
Returns vary based on market conditions, loan performance, and fund structure. Lukrom seeks to deliver monthly income, but investments involve risk and are not guaranteed or may be lower than anticipated.
How is this income taxed?
The fund is structured to offer potential tax-efficient income. Individual tax situations may vary, and investors should consult their tax advisor.
What is the minimum investment?
Minimum investment amounts vary per asset class. Please start a conversation with our team to learn more.
How liquid is this investment?
This is not a highly liquid investment. Investors should be prepared for a longer-term commitment.
What happens if a loan defaults?
Lukrom employs conservative underwriting and includes our Aligned Wealth Protection, designed to help manage risk, though no investment is risk-free. If a loan does go into default, we work with the borrower to resolve the situation in the best possible manner. However, if we must, we will pursue all remedies available to us including foreclosure and sale.
Start the Conversation
Start a conversation with our team to learn more about the investment and determine if
it aligns with your goals.
